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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
826
Tarbox Family Office
California
$13K – – –
THWM
827
Taylor Hoffman Wealth Management
Virginia
$13K – – –
CAW
828
Cornerstone Advisors (Washington)
Washington
$13K +$1.28K +37 +10%
DWM
829
Destination Wealth Management
California
$13K +$1.35K +39 +11%
EFSCE
830
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$3.67K +106 +36%
AIM
831
Advantage Investment Management
Iowa
$13K +$13.6K +392 New
NIM
832
NuWave Investment Management
New Jersey
$13K +$13.6K +392 New
WC
833
Whitney & Co
New York
$13K +$15.4K +443 New
HT
834
Heritage Trust
Oklahoma
$12K – – –
AA
835
Ancora Advisors
Ohio
$12K +$12.1K +350 New
FL
836
Fort LP
Maryland
$12K +$12.4K +358 New
ATC
837
Adirondack Trust Company
New York
$10K – – –
GI
838
Gradient Investments
Minnesota
$10K – – –
PFPT
839
Pinnacle Financial Partners (Tennessee)
Tennessee
$10K – – –
WB
840
Webster Bank
Connecticut
$10K – – –
PFGIA
841
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$5.2K +150 +95%
GWS
842
Glassman Wealth Services
Virginia
$9K -$104 -3 -1%
MMG
843
Monetary Management Group
Missouri
$9K – – –
APP
844
Avantax Planning Partners
Iowa
$9K +$9.46K +273 New
AF
845
Advisornet Financial
Minnesota
$8K -$8.66K -250 -50%
RWA
846
River Wealth Advisors
Pennsylvania
$8K -$6.93K -200 -47%
BFC
847
Bedel Financial Consulting
Indiana
$8K – – –
WEC
848
Winslow Evans & Crocker
Massachusetts
$8K – – –
NCM
849
Nelson Capital Management
California
$8K +$1.91K +55 +28%
CAC
850
Certified Advisory Corp
Florida
$7K – – –
32 33
34
35 36